Client Service Specialist Jobs in Colorado

Why work for us?

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

• Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and redemption requests
• Interprets and processes retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account openings, contributions, distributions and exchanges
• Facilitates transfers between financial institutions using the Transfer of Retirement Accounts processing platform
• Handles most complex transactions for retirement plans such as Required Minimum Distributions and their associated calculations and transactions
• Researches and resolves transaction exceptions and prepares correction requests for the Adjustment Department as required
• Researches the most complex issues and contacts shareholders and financial intermediaries to resolve via phone or mail correspondence
• Audits and proposes updates to processing guidelines, regulatory procedures, and legal requirements to ensure accuracy and efficiency
• Assists internal customers and responds to shareholders by answering complex transaction helpdesk calls
• Assists with training of new and existing employees
• Carry out other duties as assigned

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• Strong knowledge of company products and services as well as general financial services industry
• Strong knowledge of Qualified Retirement Plans, including associated regulations
• Strong interpersonal and customer service skills
• Strong verbal and written communication skills
• Strong attention to detail with the ability to check and edit work
• Ability to adapt to new and changing processes, volume fluctuations and tight deadlines
• Ability to work well with others in a team-oriented atmosphere
• Ability to meet processing deadlines and quality standards
• High School diploma required
• Fast paced environment with tight deadlines and high-quality standards

• Post-secondary degree preferred
• Ability to use personal computer and software applications
• Ability to type 30 words per minute and 10-key proficiently

Supervisory responsibilities

• No

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits.

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.